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How Benefit Allocations Carry Over on Renewal

Carrying over benefit allocations on renewal is automatic. It is not a setting you turn on. When a subscription renews, fusionCore clones each active allocation onto the renewed Purchase Activity, re-pointing the clone to the new Purchase Activity and applying the new dates. An allocation is carried over only when its Benefit_End_Date__c matches the prior Purchase Activity’s grace-period end date — in other words, when the benefit ran for the full term. Off-cycle or mid-term allocations, whose end date does not line up with the grace-period end, are not carried over. The steps below walk through a subscription renewal so you can see the carried-over allocations on the new Purchase Activity.
1

Open the Benefit Allocation

Open a Benefit Allocation record detail page.
2

Click Renew Subscription

At the top-right, click Renew Subscription.
The Renew Subscription button at the top right of a Benefit Allocation record

The Renew Subscription action on a Benefit Allocation

3

Open the Order from the pop-up

A pop-up alerts you that the renewal is in progress and tells you when it is complete. Click Order, which is hyperlinked in the pop-up, to open the Order detail page.
The pop-up indicating that the subscription renewal is in progress

The renewal-in-progress pop-up

The Order detail page for the renewed subscription

The Order detail page opened from the renewal pop-up

4

Pay the Order

At the top-right, click Pay Order, then go through the payment process.
The Pay Order button at the top right of the Order detail page

The Pay Order action on the Order

5

Refresh to see the new Purchase Activities

Go back to the Order detail page and refresh the browser. You can now see that the Purchase Activities for the subscription have been created.
The Order detail page showing the newly created Purchase Activities for the subscription

The new Purchase Activities created for the renewed subscription

This populates only when the Order is Active or Paid.
6

View the carried-over allocations

On the Purchase Activity detail page, you can see that the Benefit Allocations have been carried over.
The Purchase Activity detail page showing the Benefit Allocations carried over from the prior term

The carried-over Benefit Allocations on the new Purchase Activity

Only active allocations whose end date matched the prior Purchase Activity’s grace-period end date are carried over. Expired allocations and off-cycle or mid-term allocations are not carried over.

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Limitations and Common Pitfalls

  • Carry-over is selective. It is automatic, but an allocation only carries to the renewed subscription when its end date matches the prior Purchase Activity’s grace-period end date. Off-cycle or mid-term allocations are not carried over.